跳过安装。2 分钟内即可运行。
在 cloud.anythingmcp.com 开始免费试用，一键添加 Zuora，然后将你的 AI 客户端（Claude、ChatGPT、Copilot 或 Cursor）指向生成的 MCP 端点。无需 Docker，无需 git clone，无需任何工程经验。
AnythingMCP 已收录在 Claude 的连接器目录中：一键添加到 Claude (在新标签页中打开)，然后登录并选择 Claude 可以使用哪些 MCP 服务器。
摘要
单个租户的 Zuora Billing REST API：客户账户，订阅和订单（预览、续订、暂停、恢复），带明细和 PDF 的发票，付款、退款和贷项通知单，含费率计划的产品目录，用量，以及 ZOQL、Object Query 和 Data Query 读取。使用 OAuth2 客户端凭据，无需在浏览器中登录。取消订阅、付款和退款在安装时关闭。
试试这样问
Zuora 的示例提示
点击任意提示即可复制，然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中，在该连接器上运行。
Claude 是 AI，可能会出错。请核对回答。
💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → Zuora、粘贴凭证、生成 MCP API key，即可完成。无 Docker、无
git clone、无本地服务器。
Zuora + Claude
单个租户的 Zuora Billing REST API：客户账户，订阅和订单（预览、续订、暂停、恢复），带明细和 PDF 的发票，付款、退款和贷项通知单，含费率计划的产品目录，用量，以及 ZOQL、Object Query 和 Data Query 读取。使用 OAuth2 客户端凭据，无需在浏览器中登录。取消订阅、付款和退款在安装时关闭。
前提条件
完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:
ZUORA_CLIENT_ID, ZUORA_CLIENT_SECRET, ZUORA_API_URL
步骤 1 — 获取凭证
设置大约需要 5 分钟。你需要一个 Zuora 租户，以及其用户管理的访问权限。
- 在 Zuora 中打开 Settings、Administration、Manage Users，选择或创建一个 API 用户，其角色需具备工具所需的权限：API 访问、Billing 和 Payments 的读取权限，以及修改数据的工具所需的写入权限。
- 打开该用户，在 OAuth Clients 下创建一个客户端。把客户端 ID 复制到
ZUORA_CLIENT_ID，把客户端密钥复制到ZUORA_CLIENT_SECRET。密钥只显示一次；如果丢失，请新建一个客户端。 - 把
ZUORA_API_URL设为你租户的 REST 主机，不带路径和末尾斜杠：https://rest.zuora.com（US Cloud 2）、https://rest.na.zuora.com（US Cloud 1）、https://rest.eu.zuora.com（EU）、https://rest.ap.zuora.com（APAC），或沙箱主机https://rest.apisandbox.zuora.com、https://rest.sandbox.na.zuora.com、https://rest.sandbox.eu.zuora.com、https://rest.test.zuora.com、https://rest.test.eu.zuora.com、https://rest.test.ap.zuora.com。主机可在 Zuora 的租户信息中，以及你所在数据中心的 API 文档地址中找到。 - 安装连接器并运行
zuora_list_products：它会列出产品目录并确认设置无误。
无需在浏览器中登录。AnythingMCP 使用 OAuth2 客户端凭据授权，从该主机的 /oauth/token 获取访问令牌，并在过期前自动续期。沙箱客户端只能在对应的沙箱主机上使用。在 Multi-entity 租户中，OAuth 客户端必须属于你要读取的实体。
读取内容：客户账户用 zuora_list_accounts（Object Query 筛选条件，如 ["status.EQ:Active", "balance.GT:0"]）、zuora_get_account、zuora_get_account_summary（一次调用获取联系人、订阅、近期发票、付款和用量）和 zuora_list_account_payment_methods（号码已脱敏）；订阅用 zuora_list_subscriptions、zuora_list_account_subscriptions 和 zuora_get_subscription；订单用 zuora_list_orders 和 zuora_get_order；发票用 zuora_list_invoices（逾期发票例如 ["status.EQ:Posted", "balance.GT:0", "duedate.LT:2026-10-01"]）、zuora_get_invoice、zuora_list_invoice_items 和 zuora_list_invoice_files（PDF 下载链接）；付款用 zuora_list_payments 和 zuora_get_payment，退款用 zuora_list_refunds 和 zuora_get_refund，贷项通知单用 zuora_list_credit_memos、zuora_get_credit_memo 和 zuora_list_credit_memo_items；产品目录用 zuora_list_products、zuora_get_product、zuora_list_product_rate_plans 和 zuora_get_product_rate_plan（费率计划 ID 在订单中作为 productRatePlanId 使用）；用量记录用 zuora_list_usages。
查询：zuora_query 对单个对象执行 ZOQL，例如 SELECT Id, Name, Balance FROM Account WHERE Status = 'Active'，zuora_query_more 获取下一批结果。需要跨对象的 SQL（含关联和汇总）时，zuora_create_data_query 启动一个 Data Query 任务，AI 会反复调用 zuora_get_data_query，直到 queryStatus 为 completed；结果是 dataFile 中的临时下载链接。zuora_list_data_queries 显示以前的任务，zuora_describe_object 列出对象的字段（XML 格式）。所有查询工具都是只读的。
写入内容：zuora_create_account 和 zuora_update_account。订阅变更通过订单完成：zuora_preview_order 在不保存任何内容的情况下显示发票明细和金额，随后 zuora_create_order 创建新订阅、添加或移除产品，或修改数量、价格或期限。zuora_renew_subscription 在不计费的情况下续订定期订阅，zuora_suspend_subscription 停止计费，直到 zuora_resume_subscription 恢复。zuora_email_invoice 以 PDF 邮件发送已过账的发票，zuora_create_credit_memo_from_invoice 为发票的全部或部分明细创建贷项通知单（除非 auto_post 为 true，否则为 Draft），zuora_create_usage 上传一条用量记录。这些操作会改变向客户收取的费用，因此 AI 会先做预览，向你展示金额，等你同意。zuora_create_order 带上 processing_options（runBilling、collectPayment）时，还会同时开票并向客户扣款。
安装时关闭：zuora_cancel_subscription、zuora_create_payment 和 zuora_refund_payment。它们会动用资金或无法撤销，因此在团队需要时由工作区管理员开启。
数据格式：大多数键（account_key、subscription_key、invoice_key）既接受编号（A00000001、A-S00000001、INV00000001），也接受 32 位 ID；accountId 等筛选条件需要 ID。金额是账户币种的小数。日期为 YYYY-MM-DD；时间戳除非以 Z 结尾，否则使用租户时区。v1 响应包含 success: true，或带 reasons（代码和消息）的 success: false；Object Query 响应包含 data。
分页：Object Query 列表（zuora_list_accounts、zuora_list_subscriptions、zuora_list_invoices、zuora_list_usages）最多返回 page_size 条记录（默认 10，最多 99）以及 nextPage，AI 会把它作为 cursor 传回，直到不再出现。其他列表接受 page 和 page_size，只要还有更多结果就返回 nextPage 链接。ZOQL 最多返回 2,000 条记录，其余部分通过 done: false 和 queryLocator 获取。
常见错误：获取令牌时出现 400 表示 Zuora 没有签发令牌：请检查客户端 ID 和密钥，以及 ZUORA_API_URL 是否为你租户所在的数据中心。401 表示客户端 ID 或密钥错误，或主机不对。403 表示 API 用户缺少权限。404 表示编号或 ID 错误。v1 的错误也可能以 HTTP 200 加 success: false 返回；AI 会读取 reasons。429 表示达到了 Zuora 对每个租户并发请求数或每个用户每小时请求数的限制：请稍候重试。
使用安装时开启的工具，连接器不会取消订阅、收取付款或发起退款。它会读取产品目录，但不会创建或修改产品、费率计划或价格，不会添加付款方式，也不会删除任何内容。
步骤 2 — 安装 adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
步骤 3 — 在 Claude 中添加连接器
你的服务器 URL： 在 AnythingMCP 中打开 MCP Servers → 此连接器所在的服务器，复制它的 URL（
https://cloud.anythingmcp.com/mcp/…）。本指南中出现YOUR_SERVER_ID的地方都用它替换。
推荐路径：在 claude.ai web 上工作，无需触碰任何配置文件。
- 在 Claude 中打开 Customize → Connectors。
- 点击 +，然后点击 Add custom connector。
- 输入名称（例如
Zuora）和远程 MCP 服务器 URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID，然后点击 Add。 - 点击 Connect，登录 AnythingMCP（OAuth）并允许访问。
下面所有工具都会出现在你的聊天中，开始输入提示。
可用工具
| Tool | What it does |
|---|---|
zuora_list_accounts | List customer accounts with Object Query: filter (e.g. status.EQ:Active, name.SW:Acme, balance.GT:0), choose fields, expand bill-to contact… |
zuora_get_account | Get one customer account by number or id: basic info, billing and payment settings, bill-to and sold-to contacts, balance and metrics |
zuora_get_account_summary | Get an account summary in one call: basic info, contacts, subscriptions, recent invoices, payments and usage, with balance and last payment |
zuora_list_account_payment_methods | List the payment methods of an account (cards, bank accounts, PayPal) with type, masked number, expiry, default flag and status |
zuora_create_account | Create a customer account with name, currency and bill-to contact, plus billing settings (bill cycle day, payment term, batch, auto-pay)… |
zuora_update_account | Update an account: name, notes, contacts, billing settings, auto-pay, default payment method, CRM id or custom fields |
zuora_list_subscriptions | List subscriptions with Object Query: filter by account, status (Active, Cancelled, Suspended, Expired, Draft), term dates or latest… |
zuora_list_account_subscriptions | List the subscriptions of one account with rate plans, charges, prices, quantities, terms and status, as Zuora shows them on the account |
zuora_get_subscription | Get one subscription by number or id with term, renewal settings, status, rate plans, charges (price, quantity, billing period) and owner… |
zuora_list_orders | List orders (the records of subscription changes: new subscription, add product, update, renew, cancel) by status and date range, with… |
zuora_get_order | Get one order by order number with its order actions, the subscriptions it created or changed, and the order metrics |
zuora_preview_order | Preview an order without saving it: the invoice items, charge metrics and amounts a new subscription or a change would produce |
zuora_create_order | Create an order: new subscription, add or remove a product, change quantity or price, renew or change terms |
zuora_renew_subscription | Renew a termed subscription for another renewal term now, without billing |
zuora_suspend_subscription | Suspend an active subscription: billing stops from the suspend date until it is resumed |
zuora_resume_subscription | Resume a suspended subscription today, on a date or after a number of periods; billing restarts from the resume date |
zuora_cancel_subscription | Cancel a subscription at the end of the term, at the end of the last invoiced period or on a date |
zuora_list_invoices | List invoices with Object Query: filter by account, status (Draft, Posted, Canceled), balance, invoice or due date, expand invoice items or… |
zuora_get_invoice | Get one invoice by number or id with account, dates, amounts, tax, balance, status and payment and credit applications |
zuora_list_invoice_items | List the items of an invoice: charge name, subscription, service period, quantity, unit price, amount and tax per line |
zuora_list_invoice_files | List the PDF files generated for an invoice with their download URLs (the newest first) |
zuora_email_invoice | Email a posted invoice as PDF to the bill-to contact, to the extra addresses of the account or to given addresses |
zuora_list_payments | List payments with amount, applied and unapplied amount, status, type, effective date and account |
zuora_get_payment | Get one payment by number or id with amount, applied, unapplied and refunded amounts, gateway state, payment method and dates |
zuora_create_payment | Create a payment: an External payment records money received, an Electronic one charges the payment method through the gateway |
zuora_refund_payment | Refund a payment: Electronic sends money back through the gateway, External records a refund made elsewhere |
zuora_list_refunds | List refunds with amount, status, type, method, refund date, account and the payment or credit memo they come from |
zuora_get_refund | Get one refund by number or id with amount, status, method, gateway state, reason code and source payment or credit memo |
zuora_list_credit_memos | List credit memos with amount, applied, refunded and unapplied amounts, status, date, account and the invoice they refer to |
zuora_get_credit_memo | Get one credit memo by number or id with amounts, status, reason code, dates and the invoice it refers to |
zuora_list_credit_memo_items | List the items of a credit memo: charge, service period, amount, applied and refunded amount and tax per line |
zuora_create_credit_memo_from_invoice | Create a credit memo from a posted invoice, for all or some of its items |
zuora_list_products | List the product catalog: products with their rate plans and charges (model, billing period, prices per currency and tiers) |
zuora_get_product | Get one catalog product by SKU or id with its rate plans and charges, prices per currency and tiers |
zuora_list_product_rate_plans | List the rate plans of one product with effective dates, status and, with charge definitions, the charges and prices |
zuora_get_product_rate_plan | Get one product rate plan by id or number with its charges, prices, billing periods and effective dates |
zuora_list_usages | List usage records with Object Query: filter by account, unit of measure, start date or rating status, page with a cursor |
zuora_create_usage | Upload one usage record for usage-based charges: account, unit of measure, quantity and start time, optionally tied to a subscription or… |
zuora_query | Run a ZOQL query (SELECT fields FROM object WHERE ...), e.g |
zuora_query_more | Get the next batch of a ZOQL query: pass the queryLocator of the previous answer while done is false |
zuora_create_data_query | Start a Data Query job: SQL across objects with joins and aggregates, e.g |
zuora_get_data_query | Get a Data Query job: queryStatus (accepted, in_progress, completed, failed) and, when completed, dataFile (a temporary download link) and… |
zuora_list_data_queries | List recent Data Query jobs with their query, status, row count and result link, newest first |
zuora_describe_object | Describe a Zuora object for ZOQL and Data Query: its fields with type, label, whether they are filterable, and related objects |
示例提示
- “哪些账户有 10 月 1 日前到期、仍有余额的已过账发票？列出账户、发票号和未付金额。”
- “给我账户 A00001234 的概况：有效订阅、最近的发票和最近的付款。”
- “预览一下从下月 1 日起给订阅 A-S00000120 增加 5 个 Pro 套餐席位的金额，创建订单前先给我看。”
- “用 Data Query 汇总每个客户的未付发票余额，列出金额最大的 10 个。”
- “把发票 INV00004567 的 PDF 再发一次到 [email protected]。”
FAQ
Claude Code 和 Claude Desktop 一样工作吗? 是的，两者都指向 https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID。
下一步
这份指南对你有帮助吗?